See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,567 | $56,054-43.7% | $171,082-81.5% | $62,891-49.8% |
| Participation rate | 65.1% | 62.9%+2.2pp | 76.7%-11.6pp | 69.3%-4.2pp |
| Annual return | 9.33% | 22.52%-13.2pp | 32.56%-23.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,132 | $1,731+23.2% | $4,002-46.7% | $2,281-6.5% |
| Participant deferral / active EE | $4,094 | $3,158+29.6% | $4,797-14.7% | $3,203+27.8% |
| Admin fee / account holder | $54 | $3,647-98.5% | $8,520-99.4% | $4,296-98.7% |